I specialize in supporting members of resilient communities - get affirming, judgment-free financial guidance tailored to LGBTQIA2S+, neurospicy, disabled, kinky, and poly individuals. Many social systems aren’t designed with us in mind, and I’ll work creatively with you to navigate a world that doesn’t always accommodate our paths.
Services Offered
I am a fee-only financial planner with no investment minimums. Investment management is an optional add-on. In other words, you don't have to be a millionaire to work with me, and fellow DIYers are welcome.
Most clients start with a one-time comprehensive financial plan for a fixed fee, starting at $4,500. Over the next few months, we’ll review and align your finances with your life goals and develop actionable next steps. Afterward, you may choose ongoing support and accountability, allowing us to adapt together through life changes.
If comprehensive financial planning isn’t what you need right now, but you still have questions that keep you up at night, I offer hourly consulting for $325/hour.
About Me
The first time I met with a financial advisor, I was a young educator curious about saving for retirement—but I was turned away for not having enough money. Determined to learn, I read every personal finance book and blog I could find, testing their advice through trial and error. At the same time, I saw in the classroom how systemic issues impacted my students and their families' financial stability. A desire to make a difference led to a career change into public policy.
Throughout my public service career, I shared my growing knowledge of personal finance—specializing in pension legislation for the California State Senate, demystifying employee benefits for colleagues, and helping friends navigate life decisions with big financial implications. A conversation with a financial planner inspired me to turn my passion into a profession.
Now, as an Accredited Financial Counselor® and a Candidate for CFP® certification, I help clients nationwide from my home base in the San Francisco Bay Area, offering guidance that blends empathy, lived experience, and a commitment to aligning your finances with life goals.